Planned Giving

Eastern Oregon is a very caring place to live. Many people give generously of their time and financial resources to the non-profit groups of their choice. When these people are gone, their support is sorely missed. Through a will, life insurance, a charitable remainder trust or other financial plan, you can leave a legacy to help organizations that are making a difference to you, your family, and your community. You can make a difference in the lives that follow. For more information about planned gifts please contact us.

Do I need to have an estate to leave a gift?

“Estate” is simply a word used to describe any property money, or personal belongings you have when you die. Most people leave an estate, even if they don’t have a great deal of money. Anyone can arrange to leave a charitable gift from his or her estate.back to top

How do I leave a gift to support the organizations I believe in?

You can arrange to make a gift in several ways; the most common is through your will. You may set aside a specific dollar amount or designate a percentage of your estate, life insurance, or any assets for one or several organizations to receive. A charitable remainder trust is another way to make your gift—providing income for you for life and a gift to charity at your death.back to top

How can I be sure that the organization I desire receives my gift?

To be certain that the non-profit organization you support receives your gift, you should state your intention and specifically name the organization in your will. Without a will, you lose control over your belongings after death. With a will, you—not the State—decide how your property and finances are settled.back to top

How do I leave a gift in memory of a person?

A planned gift is a wonderful way to recognize someone who has made a difference in your life or to honor an organization that has made a difference in the life of a loved one. This kind of memorial gift can be made in the same manner as your planned gift—through your will or trust. You just need to make it clear that this gift is made in memory of a particular person or for a specific cause.back to top

Who can help me arrange a gift?

If you are working with a professional—like a financial planner, lawyer, accountant, or insurance agent—please talk to them about leaving a gift. Or, you can call the non-profit organization of your choice for assistance in leaving a gift.back to top

Do I tell the charity I’ve left the gift?

This is up to you. Charities often like to know so they can recognize your generosity. They may also be able to help you specify particular programs to receive your gift and help you use the correct legal name of the organization in your documents. Whether you let the charity know or not is your decision.back to top